The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AGCO Corp. | COM | 001084102 | 43,645,765 | 332,109 | SH | SOLE | 301,637 | 0 | 30,472 | |||
Armstrong World Industries Inc | COM | 04247X102 | 38,090,112 | 518,515 | SH | SOLE | 467,791 | 0 | 50,724 | |||
Belden Inc | COM | 077454106 | 35,790,413 | 374,181 | SH | SOLE | 372,010 | 0 | 2,171 | |||
Boot Barn Holdings Inc | COM | 099406100 | 41,042,976 | 484,626 | SH | SOLE | 429,761 | 0 | 54,865 | |||
Broadridge Financial Solutions | COM | 11133T103 | 9,281,905 | 56,040 | SH | SOLE | 27,350 | 0 | 28,690 | |||
Darling Ingredients Inc. | COM | 237266101 | 71,891,266 | 1,126,999 | SH | SOLE | 1,022,401 | 0 | 104,598 | |||
Dorman Products Inc | COM | 258278100 | 32,030,757 | 406,327 | SH | SOLE | 403,964 | 0 | 2,363 | |||
Dycom Industries Inc | COM | 267475101 | 69,736,663 | 613,609 | SH | SOLE | 557,040 | 0 | 56,569 | |||
Enerpac Tool Group | COM | 292765104 | 43,468,785 | 1,609,955 | SH | SOLE | 1,600,485 | 0 | 9,470 | |||
IDEX Corp. | COM | 45167R104 | 4,228,783 | 19,645 | SH | SOLE | 9,332 | 0 | 10,313 | |||
Ingevity Corp | COM | 45688C107 | 48,115,477 | 827,295 | SH | SOLE | 750,366 | 0 | 76,929 | |||
Live Oak Bancshares Inc | COM | 53803X105 | 28,863,938 | 1,097,071 | SH | SOLE | 1,090,762 | 0 | 6,309 | |||
Louisiana-Pacific Corp | COM | 546347105 | 18,082,477 | 241,164 | SH | SOLE | 196,744 | 0 | 44,420 | |||
Malibu Boats Inc | COM | 56117J100 | 26,800,581 | 456,880 | SH | SOLE | 454,224 | 0 | 2,656 | |||
MGP Ingredients Inc | COM | 55303J106 | 43,167,004 | 406,163 | SH | SOLE | 384,800 | 0 | 21,363 | |||
Murphy USA Inc. | COM | 626755102 | 58,269,347 | 187,295 | SH | SOLE | 169,037 | 0 | 18,258 | |||
Polaris Inc. | COM | 731068102 | 48,746,520 | 403,097 | SH | SOLE | 360,112 | 0 | 42,985 | |||
SEI Investments Co | COM | 784117103 | 4,779,914 | 80,173 | SH | SOLE | 19,070 | 0 | 61,103 | |||
Stepan Co | COM | 858586100 | 35,332,068 | 369,737 | SH | SOLE | 367,592 | 0 | 2,145 | |||
The Boston Beer Co Inc | COM | 100557107 | 41,053,056 | 133,099 | SH | SOLE | 118,863 | 0 | 14,236 | |||
The Brink's Co. | COM | 109696104 | 46,703,058 | 688,531 | SH | SOLE | 626,339 | 0 | 62,192 | |||
Thor Industries Inc. | COM | 885160101 | 36,156,173 | 349,335 | SH | SOLE | 314,129 | 0 | 35,206 | |||
Timken Co. | COM | 887389104 | 49,590,313 | 541,793 | SH | SOLE | 491,030 | 0 | 50,763 | |||
Trex Co | COM | 89531P105 | 7,196,980 | 109,777 | SH | SOLE | 52,573 | 0 | 57,204 | |||
US Physical Therapy Inc | COM | 90337L108 | 56,020,392 | 461,491 | SH | SOLE | 420,249 | 0 | 41,242 | |||
Watsco Inc | COM | 942622200 | 9,780,891 | 25,640 | SH | SOLE | 12,495 | 0 | 13,145 |